Mass exporting timeline activities
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It would be nice to be able to get a report on your companies with columns counting each HubSpot activity (including notes, voicemails).
Or some high-level overview of the touch point timeline...
Something that would show this type of info:
Pointclear calls it a "touch summary"
To demonstrate, take a look at the touch summary for the “uncloseable” that our competitor identified:
Date Stamp | Entry |
04-Aug-16 | vm 1 |
04-Aug-16 | email 1 |
10-Aug-16 | vm 2 |
10-Aug-16 | email 2 |
12-Aug-16 | no email just vm |
18-Aug-16 | zero out |
24-Aug-16 | vm 3 |
24-Aug-16 | email 3 |
24-Aug-16 | Dean called me to ask for more information for Mike Smith |
30-Aug-16 | follow up voice mail |
30-Aug-16 | follow up voice mail |
30-Aug-16 | email to request call back |
30-Aug-16 | I'll be on vacation from 24 Aug to 2 Sep and will have limited access to email |
30-Aug-16 | call scheduled for 8 Sep at 11 |
06-Sep-16 | sent invite to confirm call |
08-Sep-16 | call |
12-Sep-16 | sent email to schedule a meeting with sales exec |
16-Sep-16 | confirmed appointment for noon Wed 21 Sep |